Plan Snapshot
- Plan Sponsor: Fund For Public Health In New York, INC.
- Sponsor EIN: 050539199
- Sponsor Address: 22 CORTLANDT ST SUITE 802, NEW YORK, NY, 100073160
- Plan Type: DC
- Plan Number: 001
- Total Participants: 866
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 866 | $29.2M | $0 | $0 |
| 2024 | 447 | $24.4M | $1.4M | $1.6M |
| 2023 | 410 | $20.2M | $1.0M | $1.5M |
| 2022 | 364 | $16.0M | $853,083 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Insurance Carrier | $9,774 | — | $9,774 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,774
- Estimated Expense Ratio: 0.034% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $2,512,529 | — | — | — | — |
| 2024 | $7,625 | — | — | — | — |
| 2023 | $2,417 | — | — | — | — |
| 2022 | $4,764 | — | — | — | — |